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World Asset Management’s United Bankshares UBSI Stock Holding History

World Asset Management’s Portfolio UBSI Stock Details UBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-6,264
Closed -$218K – 1434
2017
Q4 		$218K Sell
6,264
-417
-6% -$15K 0.01% 1335
2017
Q3 		$248K Buy
6,681
+124
+2% +$4.36K 0.01% 1243
2017
Q2 		$257K Buy
6,557
+1,499
+30% +$59.5K 0.01% 1205
2017
Q1 		$214K Buy
5,058
+482
+11% +$21.2K 0.01% 1259
2016
Q4 		$212K Buy
+4,576
New +$194K 0.01% 1211

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

World Asset Management's UBSI Position: Q1 2018 in Review

World Asset Management sold out of United Bankshares (UBSI) in Q1 2018, closing a stake of 6,264 shares — an estimated $218K sold.

World Asset Management first reported a position in UBSI in Q4 2016 and held it in 5 quarters. The position peaked at $257K in Q2 2017. 253 funds tracked by Wall St. Rank hold UBSI as of Q1 2018.

  • World Asset Management reported no remaining United Bankshares position as of Q1 2018 after selling out during the quarter.
  • World Asset Management sold 6,264 United Bankshares shares in Q1 2018, an estimated $218K.
  • World Asset Management first reported a position in United Bankshares in Q4 2016 and held it in 5 quarters.
  • World Asset Management's United Bankshares position peaked at $257K in Q2 2017.
  • 253 funds tracked by Wall St. Rank held United Bankshares as of Q1 2018.

Based on World Asset Management's 13F filing for Q1 2018, filed 23 Apr 2018.